FPAM COURSE OUTLINE
(A SIDC CPE-approved course)
Title:
Date:
Venue:
CPE / CE Points:
Instructor/s:
Family Wealth Planning – Leaving a Legacy
25 July 2012 / Wednesday [Full day]
Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, KL
10 CPE Points / 10 CE Points / 10 CPD Points
Ms. Florence Koh Lee Kheng
Learning Objectives
The purpose of this course is to provide insights from a third generation on the above topics. It is
designed to give practising professionals a better understanding of the needs, experiences and
expectations over time of the subsequent generations from wealth planning, implementation and
the actualisation of a legacy. With this, more emphasis will be given to consider real issues in the
advisory process.
Learning Outcome
Participants will be able to:
1. Identify the importance of maintaining family heritage, its dynamics & culture
2. Recognise the importance of balancing individual and family interests
3. Identify the challenges for family wealth preservation from the perspective of a third generation
family trust
4. Discuss the key aspects of advising multigenerational families – including selecting an adviser,
considerations for creating a family office, selecting an investment vehicle structure and wealth
transfer.
Learning Outline
Time
Function/Paper Title
8.30 - 9.00 am
Registration
Family Wealth Planning – Leaving a Legacy
A. Wealth Creation
9:00 - 10:00am
1. Understanding the family History & Heritage
2. What are the Family Dynamics & Culture
B. Managing and Structuring Across Generations
1. What are the structures available for leaving a Legacy
2. How to manage multigenerational Succession
C. Individual vs Family Interests
10.00 – 11.00am
1. Identify and prioritizing Family Objectives
2. What about Individual interest and Self Actualisation
11.00 - 11.15am
Coffee break
D. Preservation
11:15am - 1:00pm
1.00 - 2.00 pm
1. What are the Challenges for family wealth preservation
2. The role and responsibilities of a Family Office
3. The role and responsibilities of the Advisors of a family office
Lunch break
E. Synopsis
2:00 - 3:30pm
1. An overview
 Strategies required to understand, protect and grow family wealth
across generations
 Principles to apply to ensure riches to riches across generation
 Sets out insights and information to help wealthy family on how
to become, to grow, to protect, to transfer and remain wealthy
across generations.
3.30 - 3.45 pm
Coffee break
3.45 - 5.00 pm
E. Synopsis
2. Going Beyond
 Strategy for the affluent family expands the scope of wealth planning
and management by exploring beyond just financial concerns to
consider essential human issues such as philanthropy and family
leadership.
 To ensure the important individuality of all family members is fully
reflected in every aspect of strategy for the family wealth management.
Profile of Ms. Florence Koh
In 1987 Ms. Florence Koh graduated with LLB (Hons) from National University of Singapore. She was
admitted to the Singapore Bar in 1988. From 1988 until 2002 she was a legal counsel and practitioner
primarily in insurance, reinsurance and risk management law, acting for domestic and international
corporations including Royal & Sun Alliance, Allianz, Marsh, AON, Zurich Insurance Co Ltd, Swiss Re,
AGF Insurance Co Ltd, Winterthur Re, Winterthur Insurance Co Ltd, American Re, AIG, Peoples'
Insurance Co Ltd, ICS Insurance Co Ltd.
She handled general corporate and real estate conveyancing matters for both private and institutional
clients including OCBC, HSBC, DBS, UOB, OUB, UOF and many others. She has experience in handling
many trust matters relating to trust administration, structuring, executor ship, probate and litigation. As
from 2002 until to date: she is currently a private equity investor and real estate developer, and Group
Advisor for Bekasi Tower 88 Group, Indonesia.
She is the third generation of Koh Family Trust.
CE COURSE REGISTRATION FORM / INVOICE
Title of Course:
Family Wealth Planning – Leaving a Legacy
Speaker:
Date:
Venue:
Ms. Florence Koh Lee Kheng
25 July 2012 / Wednesday [ full day ]
Dewan Berjaya, Bukit Kiara Equestrian & Country Resort
Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur
8.30 am – 9.00 am
9.00 am – 5.00 pm
Early Bird Special; RM 280 (FPAM Member), RM 380 (Public)
Payment by 1st July 2012.
Normal – RM 320 ( FPAM Member), RM 430 (Public)
Fee includes seminar materials, buffet lunch and refreshments.
Ten ( 10 )
Ten ( 10 )
Ten ( 10 )
Please fill-up this form and fax to +603 7954 9400 or e-mail to
aniza@fpam.org.my by 1st July 2012 for early bird discount.
By cheque: Payable to ‘Financial Planning Association of Malaysia’.
Address: Unit 1109, Block A, Pusat Perdagangan Phileo Damansara II,
No 15, Jalan 16/11, off Jalan Damansara, 46350 Petaling Jaya, Selangor.
By credit card: We will process and charge your credit card upon receipt of
this form. This page serves as our official invoice. No further invoice will be
issued.
Send e-mail to aniza@fpam.org.my or call Cik Aniza at +603 7954 9500
Registration:
Time:
Fees:
CE Points (FPAM):
CPE Points (SIDC):
CPD Points(FIMM):
Instructions:
Payment/Invoice:
Enquiries:
Terms:
Registration is on a first-come-first-served basis. Confirmation is subject to
payment before the course. Walk-in participant/s will be admitted on the basis
of space availability. FPAM reserves the right to amend the program, speaker,
date, venue, etc, without prior notice.
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Early Bird Special – By 1st July 2012
EMAIL / FAX TO +603 7954 9400